Core Insights - The stock market experienced a strong rally during a holiday-shortened week, with major indexes surpassing their 50-day moving averages and many leading stocks signaling buy opportunities [1][4] - Nvidia (NVDA) did not rebound during this period, raising questions about its current investment viability [1][4] - The upcoming week will feature significant events, including Amazon's Re:Invent and earnings reports from Snowflake and Okta, which could impact market sentiment [1][4] Company Focus - Vertiv (VRT) is highlighted as a company of interest amid the broader market rally [1][4] - Snowflake is noted for its major growth mode, with earnings due soon, indicating potential for stock movement [4] - Nvidia's performance is under scrutiny, particularly in light of news regarding China's DeepSeek AI model, which may affect its market position [4]

Group 1 - Microsoft (MSFT) stock has rebounded amid a four-day winning streak, following a pullback to its 200-day moving average, leaving the stock 16% from its all-time high [1] - Shares of Microsoft fell in November due to a stock market sell-off driven by valuation concerns for high-tech stocks [1] - The release of a new open-source AI model by China's DeepSeek has impacted Nvidia stock, which sold off in early 2025 [2] Group 2 - The article discusses the volatility of AI stocks, highlighting how companies like Amazon, Google, Oracle, Microsoft, and Meta have experienced significant fluctuations [4] - There is a growing concern about an AI bubble, with Wall Street weighing the risks associated with AI stocks, particularly in relation to Google's competitive position [4] - The stock market is currently in a rally mode, with notable performances from major indices and companies like Tesla, indicating a potential recovery [4]